May 7th & 8th, 2026

Soltis Annual Investment Committee Conference 2026

Join Soltis Investment Advisors at our Annual Investment Committee Conference to stay informed on the latest financial news and trends. For over two decades, we have provided fiduciary training and educational content. Attendees will gain insights from industry experts, explore fiduciary best practices, and discover cutting-edge innovations from leading providers. 

Hear from industry-leading keynote speakers and advisors and enjoy fine dining. Participate in unforgettable activities amidst the breathtaking landscapes of Southern Utah.

Investment Committee Conference Schedule

Thursday, May 7th, 2026, Agenda

  • 7:00 am- 2:00pm | Activity
    • Soltis will host various client appreciation activities during the day. See all the details below.
  • 6:00pm – 9:00 pm | Dinner at Tuacahn Ampitheatre

    • Tuacahn Amphitheatre, 1100 Tuacahn Dr, Ivins, UT 84738, Entrada Studio
    • Enjoy dinner with special guest speakers from Tuacahn, plus an exclusive sneak peek of musical numbers from their upcoming production of Les Misérables.

Friday, May 8th, 2026 Agenda

  • 8:30am – 2:00pm | Soltis Annual Investment Committee Conference
    • Dixie Technical College, 610 S Tech Ridge Dr, St. George, UT 84770
    • Conference speakers will present on key updates in fiduciary governance, legislative developments, economic and market conditions, retirement plan participant trends, and evolving plan design strategies. Attendees will gain insights from industry experts, explore fiduciary best practices, and learn about innovative solutions from advisors, recordkeepers, and retirement plan specialists.

      CE Credit available by request.

    • The event will begin with breakfast and will include lunch.

    • Featured Speaker: Fred Reish

Activity Guide (Choose One)

Activities on May 7th between 7:00 am-2:00 pm

18 holes of Golf at The Ledges of St. George

7:30 am - 1:30 pm MDT

Experience golf at The Ledges Golf Course. A shotgun start for 60 players blends networking and fun against breathtaking red rock scenery. Enjoy a top-tier golfing adventure suitable for all skill levels in a stunning Southern Utah setting.

Golf Camp with the Pros
The Ledges Clubhouse

10:00 am - 1:00 pm MDT

Hands-on coaching from three PGA professionals, provides focused skill development in swing, short game, and putting, set in a scenic desert environment.

Kanarra Falls Hike

8:00 am - 1:00 pm MDT

Treat yourself to an unforgettable outdoor adventure with the Kanarra Falls hike in charming Kannarraville, Utah. This scenic journey takes you into a slot canyon. You will be hiking in ankle to knee deep water and climbing up and down steep rocky slopes. 

Morning E-Bike Ride
Snow Canyon State Park

9:00am - 11:30am MDT

Electric bikes are a fun way to experience the beautiful scenery of Snow Canyon. The Snow Canyon Loop Trail is a 16-mile round trip (8 miles up and 8 miles down) paved trail. 

Afternoon E-Bike Ride
Snow Canyon State Park

1:00pm - 3:00pm MDT

Electric bikes are a fun way to experience the beautiful scenery of Snow Canyon. The Snow Canyon Loop Trail is a 16-mile round trip (8 miles up and 8 miles down) paved trail.

Tour of Tuacahn Amphitheatre

11:00am - 1:00 pm MDT

You are invited to a special backstage tour of Tuacahn Amphitheatre. Learn about the costumes, set design and more!

Featured Speakers

Keynote Speakers

Employee Benefits Attorney

Featured Speakers

Director of Alternative Investment Research

View Bio

Hotel Accommodations

Please book your hotel room at one of the group rates provided:

Black Desert Resort
1500 E Black Desert Dr, Ivins, UT 84738
(435) 237-8824

Hilton Garden Inn
1731 South Convention Center Drive, Saint George, Utah, 84790
(435) 634-4100

Courtyard Marriott
185 South 1470 East St. George, Utah, USA, 84790
(435) 986-0555

Thank You To All Of Our Conference Sponsors

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FRED REISH is an attorney whose practice focuses on fiduciary and best interest standards of care, prohibited transactions, conflicts of interest, and issues related to the operation and investment of retirement plans. He is of counsel at the Ferenczy Benefits Law Center. Fred is a Charter Fellow of the American College of Employee Benefits Counsel. He has been recognized as one of the “Legends” of the retirement
industry by both PLANADVISER magazine and PLANSPONSOR magazine. Fred has received recognition awards including from ASPPA/Morningstar and the Internal Revenue Service.

He has taught at Arizona State University and the University of Southern California. He currently serves as a Research Fellow at the Retirement Income Institute. Fred has written more than 350 articles and four books about retirement plans.